Ifa Administrator - Gerrards Cross, United Kingdom - Nelson Scott LLP
Description
Job Description - IFA SupportSummary of Position
To provide comprehensive support to ensure the efficient operation of the business and excellent
service to clients of the firm.
Responsibilities and Duties
Responsibilities will include:
- Production of reports, valuations and graphs using prescribed software/programmes,
- Processing of portfolio alterations such as withdrawals, switches, new investments
forms for storage, processing and data management prepare, compile and sort documents
for data entry; verify data and correct data where necessary; obtain further information for
incomplete records/documents; respond to requests for information and access relevant
files; updating and maintaining databases such as client information/records
- maintain filing and filing systems, both paper and electronic and store completed documents
in designated locations
- scan documents into document storage/management systems or databases as required
- Perform routine clerical/admin tasks as assigned
- Prepare documents, reports and correspondence as required
messages
- Industry knowledge, compliance and regulatory knowledge
- Perform all duties in accurate and timely manner and maintain effective systems to ensure
- Operate a variety of standard office machines, including a personal computer and a variety
photocopy machine, and adhere to procedures relating to the proper use and care of
equipment and materials for which the role has responsibility
- Establish and maintain effective working relationships with coworkers, supervisors and the
- Perform duties in an efficient, professional and courteous manner.
- Liaise appropriately with others to ensure duties carried out correctly and in a timely
accrue to bring this to the line manager's attention without delay
- Maintain regular consistent and professional attendance, punctuality, personal appearance,
- Pursue personal development of skills and knowledge necessary for the effective
- interpret and respond clearly and effectively to spoken requests over the phone or in
person, and to verbal or written instructions.
- keep office area neat and tidy and leave desk clear to comply with GDPR
Key Skills and Requirements
- time/work management skills and the ability to prioritise work
- attention to detail and accuracy
- adaptability and amenability
- team work
- communication skills - verbal and written
- confidentiality
- flexibility
- reliability
- ability to work under pressure
- accurate keyboard skills and ability to enter data and produce reports and data accurately and at
the required speed
- knowledge of correct spelling, grammar and punctuation
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